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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,455 | $97,729+6.9% | $83,830+24.6% | $135,379-22.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.60% | 1287.52%-1293.1pp | 850.97%-856.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $3,938 | $4,222-6.7% | $3,631+8.4% | $4,779-17.6% |
| Participant deferral / active EE | $10,964 | $4,683+134.1% | $4,082+168.6% | $5,609+95.5% |
| Admin fee / account holder | $394 | $6,674-94.1% | $5,479-92.8% | $10,828-96.4% |